Adult Center of Prescott - Event Center, Banquet Hall, Meeting Rooms, Conference Center, Weddings in Prescott

Are "Hidden" Costs Eating Away at Your Investment Return?

Event Date: Tue Feb 21, 2017

Event Time: 10:15 AM

Free Seminar:  Tuesday, February 21, 2017, 10:15 am to 11:30 am, by Brandon Montoya, Financial Advisor, Montoya Wealth.

Join us as we discuss what the recent Department of Labor fiduciary ruling means for your portfolio, answering questions such as: “How do I know if my advisor is collecting excessive fees?” and “What constitutes my advisor acting in my best interest?”

 We’ll cover how the advisory world is adapting to the mandate that advisors act in their clients’ best interests and show you how to evaluate your portfolio to ensure your portfolio is performing as it should. 

Coffee and refreshments will be served.



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